Equity Financing

Equity Financing

Equity financing lets you raise capital without taking on debt. Instead of loans, you bring in investors who receive ownership in your company. For high-growth startups and expanding businesses, equity is often the fuel that makes scale possible. But the structure, valuation, paperwork, and compliance need to be handled carefully — because once you dilute, you can’t undo it.

We help founders plan, structure, and execute equity fundraising in a clean, compliant, and investor-friendly way.

What is Equity Financing?

Equity financing means raising money by issuing shares or convertible instruments to investors. In return, they become part-owners of the company.

Common equity instruments include:

• Equity shares

• CCPS (Compulsorily Convertible Preference Shares)

• CCDs (Compulsorily Convertible Debentures)

• SAFE/ICSAFE agreements

• ESOPs (for team-based equity)

Why companies choose equity funding

• No repayment pressure like loans

• Helps scale rapidly

• Improves credibility with customers, partners, banks

• Brings strategic investors with expertise & networks

• Strengthens balance sheet and future fundraise potential

• Ideal for startups with long-term growth plans

When equity financing makes sense

• You’re building a scalable product or tech platform

• You need capital for expansion, product development, or hiring

• You’re entering competitive markets where speed matters

• You want investor backing and mentorship

• You prefer dilution over debt burden

What we assist with

1. Fundraising Strategy

• Funding roadmap and valuation guidance

• Choosing the right instrument (equity, CCPS, CCDs, SAFE)

• Dilution planning and cap table strategy

2. Investor-Ready Documentation

• Pitch deck, one-pager, investor memo

• Financial forecasts and valuation working

• Due diligence – legal, financial, and compliance

3. Transaction Structuring

• Term sheet review

• SHA (Shareholders Agreement) & SSA (Share Subscription Agreement)

• Pricing guidelines and FEMA compliance (if foreign investors involved)

4. Compliance & Filings

• Share allotment filings (PAS-3, MGT-14 etc.)

• Issue of share certificates & board resolutions

• Valuation reports

• FEMA filings for foreign capital (FC-GPR, FC-TRS etc.)

5. Post-Investment Support

• Investor reporting and MIS

• Cap table management

• ESOP planning and documentation

• Governance and board meeting support

Why founders need professional help

• Prevent dilution mistakes

• Avoid regulatory violations

• Improve negotiation confidence

• Maintain clean compliance for future rounds

• Present a strong, investor-grade narrative

A clean early structure saves you from massive problems later.

Documents usually required

• Company incorporation documents

• Cap table and share registers

• Financial model & projections

• Pitch deck, investor emails, term sheets

• Bank statements and proof of fund inflow

• KYC of investors

• ROC filings, valuation reports, and agreements

Our process

1. Understand your business, goals, and funding needs

2. Prepare investor-facing materials and valuation inputs

3. Structure the equity round and draft agreements

4. File compliance forms and complete documentation

5. Support governance, reporting, and future fundraising readiness